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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,744 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,514 | $79,523+20.1% | $140,019-31.8% | $56,289+69.7% |
| Participation rate | 99.3% | 85.7%+13.6pp | 87.5%+11.8pp | 69.9%+29.4pp |
| Annual return | -16.46% | 2.39%-18.8pp | 651.19%-667.6pp | -9.96%-6.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $56 | $614-90.8% | $10,705-99.5% | $521-89.2% |